*Financial News*
Source: Leading Newspapers
 *Compiled by RUDRA SHARES* 
Vande Mataram
Thursday, 29 January 2026

*FMCG & CONSUMER*
• The CMO makes a comeback at HUL in a tight market
• Sweet deal? Tata, Britannia and Nestle go basic to save big

*BANKING & FINANCIAL SERVICES*
• PNB Housing Finance bets on affordable loans with margin focus under new MD
• Private banks step up write-offs despite benign NPA ratios
• Axis Max Life and Max Financial boards give in-principle nod to amalgamation

*ENERGY, OIL & GAS*
• Oil explorers surge with global crude prices after US storm impact
• Jio-BP and Adani Total plan to co-locate fuel outlets but face regulatory hurdles
• ONGC and RIL join hands to share resources for deepwater operations on the East Coast

*HEALTHCARE & PHARMA*
• RIL and Capri Global to acquire Mumbai’s SevenHills Hospital
• Pharma companies remain unable to benefit from rupee depreciation amid tariff concerns

*CAPITAL MARKETS & REGULATION*
• Sebi at odds over conflict of interest rules for top brass
• Shadowfax continues to trade in the red after weak listing
• Bombay Coated and Special Steels refiles IPO papers for Rs 191 crore fundraise with increased offer size

*METALS & MANUFACTURING*
• Manufacturing sector seeks tax relief from Finance Minister Nirmala Sitharaman
• Aditya Birla Group plans $6 billion upstream metals investment with Hindalco set to anchor capex

*POWER & RENEWABLE ENERGY*
• Suzlon bags 248.5 MW wind power order from ArcelorMittal
• Essar’s Green Mobility plans 30,000 clean trucks and 100 charging hubs across India

*DEFENCE & CAPITAL GOODS*
• India-EU FTA could benefit autos and textiles, while defence and capital goods may see selective gains
• Strong order book and execution remain key triggers for CG Power stock
• HAL aims for 25% revenue share from civil aviation in the next 10 years, says CMD

*AUTOMOBILES & AUTO ANCILLARIES*
• Maruti Suzuki India records highest-ever quarterly sales as small car demand surges
• Sona India Investments acquires stakes in eClerx Services, Force Motors, Triveni Engineering and Excel Industries

*AVIATION & LOGISTICS*
• IndiGo to add one aircraft every week for 10 years, targeting 40% international capacity
• TVS Supply Chain Solutions acquires Swamy & Sons 3PL for Rs 88 crore

*TELECOM & TECHNOLOGY*
• Google announces Rs 85 crore grant to bring AI education to Indian classrooms
• Vodafone Idea charts turnaround with Rs 45,000 crore funding push as AGR uncertainty eases

*MARKETS, FLOWS & INVESTMENTS*
• Foreign investors turn net buyers for the first time in 2026 after India-EU FTA, purchasing Rs 480 crore in equities
• We prefer large caps as small and mid-cap valuations remain stretched, says Kotak AMC’s Harsha Upadhyaya

*GLOBAL MACRO & POLICY*
• US Federal Reserve holds interest rates steady amid growing political pressure on independence
• India-EU trade deal seen as a long-term opportunity but investors advised against rushing into beneficiary sectors
• India-EU deal opens a new market for Indian companies, says BEL’s Manoj Jain

 *Jai Hind* 
Rudra Hai to Mudra Hai
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